Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionAvalon Trust Co
Latest Disclosed Ownership2,080 shares
Latest Disclosed Value $ 128,562
Avalon Trust Co reports 27.61% increase in ownership of D / Dominion Energy, Inc.

On May 6, 2026 - Avalon Trust Co filed a 13F-HR form disclosing ownership of 2,080 shares of Dominion Energy, Inc. (MX:D) valued at $128,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,630 shares of Dominion Energy, Inc.. This represents a change in shares of 27.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F DOMINION ENERGY COM 25746U109 2,080 450 27.61 129 34.74 0.0089
2026-02-09 2025-12-31 13F DOMINION ENERGY COM 25746U109 1,630 -216 -11.70 95 -15.18 0.0062
2025-11-10 2025-09-30 13F DOMINION ENERGY COM 25746U109 1,846 6 0.33 113 8.74 0.0073
2025-08-08 2025-06-30 13F DOMINION ENERGY COM 25746U109 1,840 -47 -2.49 104 -1.90 0.0076
2025-05-09 2025-03-31 13F DOMINION ENERGY COM 25746U109 1,887 1,547 455.00 106 483.33 0.0084
2025-02-10 2024-12-31 13F DOMINION ENERGY COM 25746U109 340 0 0.00 18 -5.26 0.0013
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 340 -250 -42.37 20 -32.14 0.0015
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 590 0 0.00 29 -3.45 0.0023
2024-05-07 2024-03-31 13F DOMINION ENERGY COM 25746U109 590 0 0.00 29 7.41 0.0024
2024-02-06 2023-12-31 13F DOMINION ENERGY COM 25746U109 590 0 0.00 28 3.85 0.0025
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 590 0 0.00 26 -13.33 0.0026
2023-08-09 2023-06-30 13F DOMINION ENERGY COM 25746U109 590 -1,200 -67.04 31 -70.00 0.0028
2023-05-11 2023-03-31 13F DOMINION ENERGY COM 25746U109 1,790 1,790 100 0.0099
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.